About the Role

This qualification teaches the core principles of consultative selling and account management required to enhance the customer journey and build loyalty to your employer. The programme will help you to build professionalism and confidence that will enable you to progress within your role, your organisation, and in your career.

Wage: £20,000 a year
Minimum wage rates (opens in new tab)

A clear career path to Health Insurance Advisor
Typical earnings of £60,000+ OTE once qualified

Training course: Sales executive (level 4)

Hours: Monday to Friday, 9am to 5:30pm, office or remote working. 37 hours 30 minutes a week

Start date: Tuesday 1 September 2026

Duration: 1 year 6 months

Positions available: 1

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work:

• Contact customers who requested a health insurance quotation 30–90 days ago.
• Build rapport and understand their needs.
• Explain how our advisers can help.
• Overcome objections professionally and confidently.
• Book appointments or transfer interested customers directly to an adviser.
• Keep accurate customer records.
• Develop your sales and communication skills through ongoing coaching.

Where you'll work

Heath Crawford Ltd
Iveco House
Station Road
Watford
WD17 1ET

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider:
BMS PROGRESS LLP

Training course:
Sales executive (level 4)
Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

• Sales planning and preparation: Set effective targets using sales forecasts. Prioritise customers and activities to grow account value and maximise return-on-investment in line with your organisation’s strategy. Formulate or refine customer plans and objectives. Create efficient territory plans where appropriate.
• Customer engagement: Effectively communicate and interpret customer information exchanged through written, verbal, and non-verbal communication. Develop a customer engagement style that effectively opens sales conversations, builds rapport, enhances customer relationships, and adapts to different customers’ social preferences.
• Customer needs analysis: Be highly skilled at effective questioning and active listening techniques to understand the customer’s needs, guide the sales conversation appropriately, create mutual understanding, and build trust and affinity with customers.
• Propose and present solutions: Develop sales proposals and deliver them using a presentation style and technique appropriate for your customer. Present relevant products and/or services, explain features and their advantages, and clearly articulate the value and benefit of the solution for the specific customer. Use and adapt a range of techniques to draw-out and overcome common sales objections.
• Negotiate: Research the customer’s likely desired outcomes and negotiating stance. Develop responses to likely objections. Identify your own organisation’s needs, such as minimum price and acceptable terms. Negotiate or trade variables effectively.
• Closing Sales: Be attuned to verbal and non-verbal buying-signals and move to close at an appropriate point in sales conversations. Develop ethical techniques to close sales and confirm customers’ purchase agreement.
• Gathering Intelligence: Collect, analyse, and interpret market intelligence and share it appropriately and effectively within your organisation.
• Time Management: Use and adapt appropriate tools and techniques to prioritise and manage your time effectively.
• Collaboration and teamwork: Contribute effectively within a team environment. Work collaboratively with both internal and external stakeholders. Manage communications with the cross-functional team in relation to the effective delivery of your sales, such as finance and service delivery. Support continual business improvement by sharing best practice with sales team colleagues and assist the marketing team to develop new marketing collateral.
• Customer experience management: Deliver a positive customer experience. Manage customer enquiries and issues effectively. Take proactive action to prevent and minimise customer concerns and complaints. Handle all customer interactions professionally to the customer’s satisfaction.
• Digital skills: Effectively use digital tools to conduct research and target customers in line with the overall sales strategy. Able to deliver presentations and meetings using digital communication. Complete accurate records and process sales in accordance with your organisation’s policies, procedures, and digital CRM systems.